HAVING softened a little in March after a strong run through the winter months, the global economic data that matters most was more or less in line with expectations in April.Read
AFTER a very strong start to 2012 which saw stocks in developed markets gain some 11% in local currency terms to the end of March, risk assets have fallen back in more recent trading.Read
ALTHOUGH there are risks facing today’s markets, we don’t believe they’re substantial enough to derail the modest but persistent global economic recoveryRead
THE 30-year bull market in bonds has outlived so many of its obituarists that investors should think carefully before buying into the latest round of pronouncements proclaiming its demise.Read
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